Ishares Tr shares owned by M3 Advisory Group
Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by M3 Advisory Group
from 13F filings
Historical chart of M3 Advisory Group investment in Ishares Tr
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All positions including Ishares Tr held by M3 Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr by M3 Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $218k | 9.3k | 23.39 |
| 2025-06-30 | $216k | 9.3k | 23.23 |
| 2025-03-31 | $216k | 9.3k | 23.22 |
| 2024-12-31 | $315k | 14k | 23.15 |
| 2024-09-30 | $318k | 14k | 23.41 |
| 2024-06-30 | $676k | 30k | 22.91 |
| 2024-03-31 | $666k | 29k | 23.06 |